Importing accounts and transactions from Money Dashboard

You can move your accounts and transactions from Money Dashboard to PocketSmith. Use the custom Money Dashboard import tool to bring your data over in just a few seconds!

Exporting your accounts and transactions from Money Dashboard

First, you need to export your transactions from Money Dashboard to import them into PocketSmith.  

Money Dashboard Neon

1. Log into Money Dashboard Neon
2. Navigate to your Transactions page
3. Once this is done, click on Export CSV located at the top right-hand corner of the page

Money Dashboard Classic

1. Log into Money Dashboard Classic
2. Navigate to your Transactions page
3. Select Download at the top of the page

Importing your Money Dashboard files into your PocketSmith account

Now that your Money Dashboard file is ready to import into your PocketSmith account, head over to the Money Dashboard importer and begin the move.

1. Drag and drop your Money Dashboard CSV file directly onto the importer or click Choose file to select the file from your computer

   

2. PocketSmith will display a summary of the accounts and transactions within the file. If everything looks good, click Yes, continue importing

   

3. Wait for your files to be processed 🤓

4. Follow the steps on the import form and fill in bank names and balances. Click Save and continue when completed. 

   

5. And just like that, you're all done! You have successfully moved from Money Dashboard to PocketSmith

   

6. Take a look at the Dashboard,  Account Summary, or the Transactions page to see that your accounts and transactions